*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
9101 Wesleyan Rd Ste. 300
Indianapolis, Indiana 46268
Contacted Marietta for guidance as my employment structure changed. I had two 15 minute conversations with Larry, most of which was him telling me about his cabin. Then months later, received a bill for $1,325 for ?research?. I paid it, then was charged $700 for a simple W2 return. I stuck with Marietta through this. In September I reached out for some strategy input making sure I was documenting properly and to ensure I wouldn?t have a surprise come April 15. After waiting for a call back for several weeks
I was referred to Mr Marietta to assist me with my Federal tax and Inheritance tax from some property that I inherited in 2021and sold in 2023. He informed me he could take care of everything and would file an extension with Kentucky Department of Revenue. He had asked me to answer some 12 questions that was needed which I spent 2 more days finding everything he needed, copying it and sent to him. He told me not to worry about a thing because he knew how to do his job. I sent it all to him on 5/25 and t
Larry Marietta and his team are awesome CPA's for small businesses and for personal tax work. They are reliable, responsive, friendly, accurate, up to date and highly professional. And their rates are structured to provide great value. I can not recommend a firm of any sort more highly!
Very happy with what Marietta CPAs has done for myself and my family. They are very responsive and take great care of our taxes. They also help several of my clients who are pleased with all of the work they put in. If you are looking for a CPA these folks will take great care of you!
Wonderful staff and fantastic service. Very responsive and extremely knowledgeable. Highly recommended for other business owners like me!
They've done our taxes for a few years now and they've always done a great job! Their online portal is very easy to use and helps reduce the stress of getting all your tax documents together. Highly recommend!
Small business can be challenging. Focused on service delivery, retaining existing clients, and establishing new relationships leaves little time, resources, and energy for all the accounting functions. Marietta?s TEAM has been a powerful change in my business. From payroll, tax compliance, to short and long-term planning, the TEAM has been so helpful, not to mention all the help with PPP, ERC. Etc.
This CPA firm is top notch and very knowledgeable. I really appreciate their work because they go above and beyond!
Prompt service. Returns your call within the business day. Ask for James.
Reliable and trustworthy advisor for both our personal and business needs.
Larry and crew are top notch!
Best accountants around!
Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.
Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.
A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.
Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.
Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.
Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.
Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.
Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.
Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.
During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.
Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.
Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.
For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.
Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.
Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.